Users
  • 07 Mar 2025
  • 2 Minutes to read
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Users

  • PDF

Article summary

In the User Management, users are assigned specific roles that determine their access and control over workspaces. The roles define how users interact with workspace mapping, ensuring structured access control.

Use predefined system roles to assign access permissions to workspace collaborators based on their requirements.

User Persona: Administrator

Admins are responsible for creating and testing recipes or custom connectors. They also manage user accounts, ensuring proper access control and permissions within the system.

End User maintain and validate existing recipes. This is the least permissive system role, providing read-only access to all Folders and all Projects.

Admin adds general details of Users, create password, and maps users to the workspaces and sub workspaces. Manages users within the workspace, assigns roles, configures settings, and maintains access security.

Users

Adding a new user and managing workspaces involves in three steps in User Management.

Step

Field

User Persona: Admin

Description

1

General details

User details such as First Name, Middle Name, Last Name, Email, and Role are added under the General details

2

Authentication

Password details are given under Authentication

3

Workspace mapping

The user is assigned to Workspaces, and Subworkspaces linked within the Workspace mapping

Add New Users

To add new User to the Workspace, perform the following steps:

  1. Log in to the AIW application.

  2. Click Settings (gear icon) in the top panel.

    Figure: Homepage

  3. Click arrow and expand the options of User Management and select Users.

    Figure: User Management and Users

  4. The Users List page is displayed. Click New to add a new user.

    Figure: User List page

  5. The Add User page is displayed.  
    Figure: General Details tab

    In the General details tab, enter the required as described in the following table and click Save.

    Field

    Description

    First Name*

    Specify the First Name of the user

    Middle Name

    Specify the Middle Name of the user

    Last Name*

    Specify the Last Name of the user

    Email*

    Enter the Email ID of the user

    Role*

    Define the Role of the user

  6. Navigate to Authentication tab.

    Figure: Authentication tab
    Enter the required as described in the following table and click Save.

    Field

    Description

    New Password

    Enter the password

    Confirm Password

    Re-enter the password

  7. Navigate to Workspace Mapping tab. In the Add New Mapping section, select a Workspace and a Subworkspace. Click Add.

    Figure: Workspace Mapping

    Field

    Description

    Workspace

    Select the workspace for the user

    Subworkspace

    Select the Subworkspace for the user

    The added Workspaces are displayed under Existing Mappings. Users can be assigned to multiple Workspaces and Subworkspaces. Setting a Default workspace helps streamline access when working with multiple workspaces.

  8. Click Save.

Managed Users

To View/Edit the list of configured Users, perform the following steps:

  1. Navigate to User Management and select Users.

  2. The configured User List page is displayed.

    Figure: User List page

  3. The grid displays a detailed view of the User list page. Refer to the field description table for more information.

    Field

    Description

    ID

    Displays the ID of the user

    First Name

    Displays the First Name of the user

    Last Name

    Displays the Last Name of the user

    Role

    Displays the Role of the user

    EmailID

    Displays the EmailID of the user

  4. Click any User ID hyperlink to edit the details. Click Save.






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